Creekside Partners
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
775 Baywood Dr Ste 306, Petaluma, Califo...Phone Number
(707) 769-0200Website
www.creeksidepartners.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Creekside Partners
Creekside Partners is a Petaluma-based fiduciary advisory firm that prioritizes the interests of its clients, offering tailored financial management and investment services. Their clientele ranges from young entrepreneurs to retirees, all seeking comprehensive financial plans that address life events and long-term goals. The firm specializes in municipal bonds, providing safe, tax-free income options while maintaining a hands-on approach typical of smaller firms. With decades of experience, Creekside Partners combines personalized service with the sophistication of larger financial institutions.Explore more
Creekside Partners Org Chart
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Creekside Partners is experiencing very low activity levels compared to other companies in the Finance sector.
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Creekside Partners is a Petaluma-based fiduciary advisory firm that prioritizes the interests of its clients, offering tailored financial management and investment services. Their clientele ranges from young entrepreneurs to retirees, all seeking comprehensive financial plans that address life events and long-term goals. The firm specializes in mun... Read More
